中鼎工程(股)公司 2026年第一次法人說明會

Company Overview

Company Name: 中鼎工程(股)公司 (CTCI Corporation) Event: 2026年第一次法人說明會 (First Investor Conference of 2026) Date: 2026.03.11 Slogan: Discover Reliable

Disclaimer:

• 合併報表係依據國際財務報導準則編制並經會計師簽證 (Consolidated financial statements are prepared in accordance with International Financial Reporting Standards and audited by certified public accountants).
• 本資料除提供歷史信息外,部分內容若涉及未來業務機會的表述,因受到不確定因素風險及未知風險的影響,實際結果與表述內容可能不同,投資人應自行判斷與控制風險 (In addition to historical information, some content in this material may involve statements regarding future business opportunities. Due to the influence of uncertain factors and unknown risks, actual results may differ from the stated content. Investors should exercise independent judgment and control risks).
• 中鼎集團保密文件禁止複製、轉載、外流 (CTCI CONFIDENTIAL DOCUMENT DO NOT COPY OR DISTRIBUTE).
• Copyright © 2025 CTCI All Rights Reserved. (Page 2, 18, 24, 25, 26, 27, 29, 30)
• Copyright © 2022 CTCI All Rights Reserved. (Page 6, 7, 8)
• Copyright © 2016 CTCI All Rights Reserved. (Page 9, 10, 14, 16, 17, 19, 20, 21, 22, 28)
• Copyright © 2021 CTCI All Rights Reserved. (Page 12, 13, 23)

Honors and Recognition (榮耀與肯定):

• 標普永續年鑑(S&P Global):
  • 連續四年Top 1%最高榮譽 (Top 1% highest honor for four consecutive years).
  • 崑鼎二度入選永續年鑑會員 (ECOVE Environment Corp. selected as Sustainability Yearbook Member for the second time).
  • CTCI Corporation (Construction & Engineering) Corporate Sustainability Assessment (CSA) 2025 Score: 89/100.
  • ECOVE Environment Corp. (Commercial Services & Supplies) Corporate Sustainability Assessment (CSA) 2025 Score: 69/100.
• 道瓊領先指數 (Dow Jones Sustainability Index):
  • 十度蟬聯道瓊新興市場小型股 (Ranked in Dow Jones Emerging Markets Small-Cap Index for ten consecutive years).
  • 連續四年全球營建工程業第1名 (Ranked #1 in global construction and engineering industry for four consecutive years).
  • CTCI Corporation (Construction & Engineering) Corporate Sustainability Assessment (CSA) Score 2025: 89/100.
• ENR百大國際工程 (ENR Top 100 International Contractors):
  • 國際工程承包商 第53名 (International Contractor #53).
  • 全球工程承包商 第119名 (Global Contractor #119).
  • 國際工程設計公司 第95名 (International Design Firm #95).
• 2025台灣及全球企業永續獎 (2025 Taiwan & Global Corporate Sustainability Awards):
  • 連續九年蟬聯「十大永續典範企業」 (Top 10 Corporate Sustainability Model Enterprise for nine consecutive years).
  • 連續三年獲全球企業永續獎「最佳案例獎傑出實績」 (Global Corporate Sustainability Award "Outstanding Performance in Best Practice" for three consecutive years).
• 台灣淨零行動聯盟 (Taiwan Net Zero Action Alliance):
  • 金級淨零標章 (Gold Net Zero Label).
• 台灣最佳國際品牌 (Taiwan Best International Brands):
  • 連續三年名列「台灣最佳國際品牌」 (Ranked among Taiwan's Best International Brands for three consecutive years).
  • 全台工程業唯一入選 (Only engineering company selected nationwide).
  • 品牌價值1.43億美元 (Brand value US$143 million).

Financial Highlights

2025年合併綜合損益表 (2025 Consolidated Income Statement)

單位: 新台幣仟元 (Unit: NT$ Thousand)

• 第四季單季: EPS 2.14 (Q4 EPS: 2.14)

2025年合併資產負債表 (2025 Consolidated Balance Sheet)

單位: 新台幣仟元 (Unit: NT$ Thousand)

*流動資產中現金及約當現金為新台幣361.87億元 (Cash and cash equivalents in current assets: NT$36.187 billion).

股利配發 (Dividend Distribution)

Recent Performance and Results

2025年第四季與全年回顧 (2025 Q4 and Full Year Review)

業務斬獲 (Business Achievements):

• 新簽約超過1,800億 (New contracts exceeded NT$180 billion).
• 在建工程突破4,500億 (Projects in progress exceeded NT$450 billion).
• 雙雙創新高 (Both reached record highs).

2025年得標之重大業績 (Major contracts awarded in 2025):

• 能源與電力大型專案持續放量 (Continued growth in large energy and power projects):
  • 台電通霄複循環電廠二期統包工程 (Taipower Tunghsiao Combined Cycle Power Plant Phase II EPC).
  • 台電大林複循環電廠統包工程 (Taipower Talin Combined Cycle Power Plant EPC).
  • 麥寮汽電液化天然氣接收站統包工程 (Mailiao Cogen LNG Receiving Terminal EPC).
  • 中油洲際碼頭液化天然氣接收站統包工程 (CPC Intercontinental Terminal LNG Receiving Terminal EPC).
• 高科技與資料中心需求延續 (Continued demand for high-tech and data centers):
  • 國內大型電信業者資料中心工程 (Domestic major telecom data center project).
  • 科學園區零廢中心與MEP工程 (Science Park Zero Waste Center and MEP project).
• 海外與低碳能源布局深化 (Deepening overseas and low-carbon energy presence):
  • 泰國液化天然氣冷能利用 (Thailand LNG Cold Energy Utilization).
• 公共與永續基建持續布局 (Continued deployment in public and sustainable infrastructure):
  • 台中捷運藍線機電系統統包工程 (Taichung MRT Blue Line E&M System EPC).
  • 焚化廠操作管理、社宅與都市基礎建設工程 (Incinerator operation management, social housing, and urban infrastructure projects).

新簽約額及分布 (New Contract Value and Distribution)

新台幣(億元) (NT$ Billion)

• 2021年: 1,259
• 2022年: 1,025
• 2023年: 1,118
• 2024年: 1,256
• 2025年: 1,813 (Record high)

2025年區域分布 (Geographical Distribution 2025):

• 台灣: 94%
• 中國大陸: 3%
• 美國: 2%
• 東南亞: 1%

2025年產業分布 (Sectoral Distribution 2025):

• 電力: 66%
• 天然氣: 13%
• 煉油石化: 8%
• 交通: 5%
• 水資源及環境: 4%
• 一般工業: 3%
• 能資源循環: 1%

在建工程及分布 (Projects in Progress and Distribution)

新台幣(億元) (NT$ Billion)

• 2021年: 3,227
• 2022年: 3,289
• 2023年: 3,469
• 2024年: 3,334
• 2025年: 4,504 (Record high)

2025年區域分布 (Geographical Distribution 2025):

• 台灣: 91%
• 印度: 3%
• 中東: 3%
• 中國大陸: 2%
• 東南亞: 1%

2025年產業分布 (Sectoral Distribution 2025):

• 電力: 33%
• 天然氣: 14%
• 水資源及環境: 14%
• 煉油石化: 11%
• 能資源循環: 7%
• 其他: 7%
• 交通: 6%
• 高科技: 4%
• 一般工業: 4%

合併營收及分布 (Consolidated Revenue and Distribution)

新台幣(億元) (NT$ Billion)

• 2021年: 705
• 2022年: 951
• 2023年: 1,035
• 2024年: 1,199
• 2025年: 918

2025年區域分布 (Geographical Distribution 2025):

• 台灣: 61%
• 中東: 15%
• 中國大陸: 8%
• 印度: 8%
• 美國: 4%
• 東南亞: 4%

2025年產業分布 (Sectoral Distribution 2025):

• 煉油石化: 47%
• 高科技: 15%
• 電力: 12%
• 能資源循環: 7%
• 天然氣: 6%
• 水資源及環境: 4%
• 其他: 4%
• 交通: 3%
• 一般工業: 2%

Products, Services & Technology

專案執行實力 (Project Execution Capability)

重點在建工程 (Key Projects in Progress):

• 天然氣 (Natural Gas):
  • 麥寮汽電液化天然氣接收站統包工程 (Mailiao Cogen LNG Receiving Terminal EPC).
  • 中油洲際碼頭液化天然氣接收站統包工程 (CPC Intercontinental Terminal LNG Receiving Terminal EPC).
  • 中油觀塘液化天然氣接收站統包工程 (CPC Kwantung LNG Receiving Terminal EPC).
• 燃氣電廠 (Gas Power Plants):
  • 台電通霄複循環電廠二期統包工程 (Taipower Tunghsiao Combined Cycle Power Plant Phase II EPC).
  • 台電大林複循環電廠統包工程 (Taipower Talin Combined Cycle Power Plant EPC).
  • 台電興達複循環電廠統包工程 (Taipower Hsinta Combined Cycle Power Plant EPC).
  • 台電台中複循環電廠統包工程 (Taipower Taichung Combined Cycle Power Plant EPC).
  • 國光複循環電廠二期統包工程 (Kuo Kuang Combined Cycle Power Plant Phase II EPC).
• 煉油石化轉型 (Refining & Petrochemical Transformation):
  • 中油大林廠新建儲槽及灌裝場統包工程 (CPC Talin Refinery New Tank Farm and Filling Station EPC).
  • 卡達RLPP乙烯裂解統包工程 (Qatar RLPP Ethylene Cracker EPC).
  • 印度Adani煤轉聚氯乙烯(Coal to PVC)設計工作 (India Adani Coal-to-PVC Design Work).
  • 沙烏地阿拉伯SASREF乙烷裂解設計工作 (Saudi Arabia SASREF Ethane Cracker Design Work).
• 循環經濟 (Circular Economy):
  • 嘉義市綠能永續循環中心BOT案 (Chiayi City Green Energy Sustainable Circular Center BOT project).
  • 台南科學園區資源再生中心擴建統包工程 (Tainan Science Park Resource Recycling Center Expansion EPC).
• 水資源 (Water Resources):
  • 南科再生水廠擴建及操作維護案 (Southern Taiwan Science Park Reclaimed Water Plant Expansion and O&M project).
• 綠色能源 (Green Energy):
  • 海峽風場/渢妙一號風場水下基礎設計工作 (Taiwan Strait Wind Farm / Formosa 1 Offshore Wind Farm Substructure Design Work).
  • 海鼎風場第一期陸上變電站前期工作 (Haiding Wind Farm Phase I Onshore Substation Preliminary Work).
  • 太陽光電:投資開發(148MW)/維護營運(467MW) (Solar PV: Investment & Development (148MW) / O&M (467MW)).
  • 台電調頻備轉輔助服務業務(5MW) (Taipower Frequency Regulation Reserve Service (5MW)).
• 捷運 (MRT):
  • 台北捷運萬大線一期機電系統工程 (Taipei MRT Wanda Line Phase I E&M System Project).
  • 台北捷運萬大線二期機電系統工程 (Taipei MRT Wanda Line Phase II E&M System Project).
  • 台北捷運環狀線二期機電系統工程 (Taipei MRT Circular Line Phase II E&M System Project).
  • 台中捷運藍線機電系統暨機廠與主變電站統包工程 (Taichung MRT Blue Line E&M System, Depot, and Main Substation EPC).
• 碳捕捉/碳注儲 (Carbon Capture/Storage):
  • 中油苗栗碳封存試驗專案 (CPC Miaoli Carbon Capture and Storage Pilot Project).
  • 高科技廠零廢中心碳捕捉試驗專案 (High-tech Plant Zero Waste Center Carbon Capture Pilot Project).

指標性實績 (Key Achievements):

• 18座天然氣儲槽,合計315.5萬公秉 (18 natural gas storage tanks, total 3.155 million KL).
• 21座天然氣電廠,合計26,795MW (21 natural gas power plants, total 26,795 MW).
• 執行中東多項大型乙烯裂解專案,總產能 5.4 MMTA (Executing multiple large ethylene cracker projects in Middle East, total capacity 5.4 MMTA).
• 全球建設34項 PTA 專案,總產能 81MMTA (Constructed 34 PTA projects globally, total capacity 81 MMTA).
• 廢棄物處理設計容量,合計16,109公噸/日 (Waste treatment design capacity, total 16,109 tons/day).
• 污水處理量,合計27.6萬噸/日 (Wastewater treatment capacity, total 276,000 tons/day).
• 再生水處理量,合計14.6萬噸/日 (Reclaimed water treatment capacity, total 146,000 tons/day).
• 海水淡化供水量,合計10萬噸/日 (Seawater desalination capacity, total 100,000 tons/day).
• 18個軌道相關工程,合計683.03公里 (18 rail-related projects, total 683.03 km).

Outlook & Strategy

2025年第四季與全年回顧 (2025 Q4 and Full Year Review)

開展AI新商機-算力需求成長,帶動高科技基礎建設需求 (Developing new AI business opportunities - growth in computing power demand drives high-tech infrastructure demand):

• 半導體 (Semiconductor): AI 晶片與先進製程需求持續 (AI chips and advanced manufacturing process demand continues).
  • 系統級整合工程:電力、HVAC、水氣化系統整合能力 (System-level integration engineering: power, HVAC, water/chemical system integration capabilities).
  • 能源與循環工程:廢水回收、廢熱再利用 (Energy and circular economy engineering: wastewater recycling, waste heat recovery).
• 資料中心 (Data Centers): AI workload 爆發帶動資料中心建設 (AI workload surge drives data center construction).
  • 模組化建設與快速部署 (Modular construction and rapid deployment).
  • 智慧電力與微電網 (Smart power and microgrids).
• AI伺服器組裝 (AI Server Assembly): 全球供應鏈重組,深化海外布局(e.g.美國) (Global supply chain restructuring, deepening overseas presence (e.g., USA)).

未來12個月全球潛在商機 (Global Potential Opportunities in Next 12 Months)

未來12個月之潛在商機: 8,950億 (Total potential opportunities in next 12 months: NT$895 billion)

• 台灣 (Taiwan): 4,270億 (NT$427 billion)
  • 電力 (Power), 水資源及環境 (Water Resources & Environment), 能資源循環 (Circular Economy & Resource Recycling), 基礎建設 (Infrastructure), 高科技 (High-tech), 天然氣 (Natural Gas), 煉油石化 (Refining & Petrochemical).
• 中東 (Middle East): 2,670億 (NT$267 billion)
  • 煉油石化 (Refining & Petrochemical), 天然氣 (Natural Gas).
• 東南亞及印度 (Southeast Asia & India): 1,720億 (NT$172 billion)
  • 煉油石化 (Refining & Petrochemical), 天然氣 (Natural Gas), 高科技 (High-tech).
• 美國及墨西哥 (USA & Mexico): 220億 (NT$22 billion)
  • 高科技 (High-tech).
• 中國大陸 (China Mainland): 70億 (NT$7 billion)
  • 煉油石化 (Refining & Petrochemical).

高科技及AI商機 (High-tech & AI Business Opportunities)

優勢 (Advantages):

• 差異化優勢 (Differentiated advantages):
  • 全方位服務→ EPC 統包 (Full-service → EPC turnkey).
    • E: 前期設計階段的深度參與 (Deep involvement in early design phase).
    • P: 豐富全球供應鏈資源 (Rich global supply chain resources).
    • C: 廠房興建-無塵室 (Plant construction - cleanroom).
  • 提供全球服務→結合海外據點,放眼全球商機 (Providing global services → combining overseas strongholds, eyeing global opportunities).
    • 快速回應客戶需求並提供在地化服務 (Rapidly respond to customer needs and provide localized services).

商機 (Opportunities):

• 川普2.0 美國優先政策 (Trump 2.0 "America First" policy).
  • →電子製造/組裝廠持續移出,加速供應鏈重組 (Electronic manufacturing/assembly plants continue to relocate, accelerating supply chain restructuring).
• 半導體自主化意識延續 (Semiconductor self-sufficiency continues).
  • →海外半導體/封裝測試廠房機會 (Overseas semiconductor/packaging & testing plant opportunities).
• AI 發展-算力即國力 (AI development - computing power is national strength).
  • →AI算力中心與數據中心商機 (AI computing centers and data center opportunities).

潛在市場價值 (Potential Market Value):

• 半導體(晶圓代工, 封裝測試) (Semiconductor (Wafer Foundry, Packaging & Testing)): 2,000+億 (NT$200+ billion).
• 數據中心 (Data Center): 500+億 (NT$50+ billion).
• 電子零組件(消費性電子, 伺服器, 印刷電路板, 銅箔基板) (Electronic Components (Consumer Electronics, Servers, PCBs, Copper Clad Laminates)): 560+億 (NT$56+ billion).
• 車用電子/電池 (Automotive Electronics/Batteries): 90+億 (NT$9+ billion).

近期主要成果 (Recent Major Achievements):

• 美商記憶體在台廠務興建案 (US memory company plant construction in Taiwan).
• 美商在台資料中心 (US company data center in Taiwan).
• 高雄和發產業園區鋰電池廠興建案 (Kaohsiung Hefa Industrial Park Lithium Battery Plant construction).
• 台商海外建廠工程與專案管理工作 (印度、越南、馬來西亞、美國) (Taiwanese companies' overseas plant construction and project management (India, Vietnam, Malaysia, USA)).
• 建立標竿實績,進一步帶動海外建廠機會的拓展 (Establishing benchmark achievements, further driving overseas plant construction opportunities).

ESG商機 - 天然氣(接收站及儲槽工程) (ESG Business - Natural Gas (Receiving Terminals & Storage Projects))

潛在商機超過新台幣4,200億 (Potential opportunities exceeding NT$420 billion) 優勢 (Advantages):

• 國內唯一有能力執行百億大型天然氣氣化設施與儲槽設施之公司 (Only company in Taiwan capable of executing large-scale natural gas liquefaction facilities and storage tank projects worth tens of billions).
• 執行中的中油大林液化天然氣接收站儲槽工程為台灣最大天然氣儲槽容量 (CPC Talin LNG Receiving Terminal storage tank project in progress is Taiwan's largest natural gas storage capacity).
• 進軍天然氣液化出口市場,積極前進亞洲其他地區之天然氣商機 (Entering the LNG export market, actively expanding into other Asian regions for natural gas business).

商機 (Opportunities):

• 台電及中油天然氣接收站新建計畫 (Taipower and CPC new LNG receiving terminal projects).
• 亞洲地區(印度、泰國及越南)天然氣商機 (Asian regions (India, Thailand, Vietnam) natural gas business).
• 天然氣液化出口市場 (LNG export market).

台灣天然氣商機 (Taiwan Natural Gas Opportunities):

• 第一接收站 (CPC Yong'an).
• 第二接收站 (CPC Taichung Phase IV).
• 第三接收站 (CPC Kwantung Phase II).
• 第四接收站 (Taipower Hsiehho).
• 第五接收站 (Taipower Taichung).
• 第六接收站 (Formosa Plastics Mailiao Phase II).
• 第七接收站 (CPC Intercontinental Phase II).

ESG商機 - 燃氣電廠 (ESG Business - Gas Power Plants)

潛在商機約新台幣3,000億 (Potential opportunities approx. NT$300 billion) 優勢 (Advantages):

• 國內天然氣電廠市占率達70%,同時積極前進亞洲其他地區之天然氣電廠商機 (70% market share in domestic natural gas power plants, actively expanding into other Asian regions for natural gas power plant opportunities).

商機 (Opportunities):

• 台灣電廠商機➔台電與民營電廠(IPP)新建案 (Taiwan power plant opportunities → Taipower and IPP new projects).
• AI科技潮帶動電力需求→2025~2034年燃氣機組預估淨增加12.2GW (AI technology trend drives electricity demand → 2025-2034 estimated net increase of 12.2 GW in gas turbine units).
• 美國 AI 基礎設施的用電需求迅速攀升➔攜手國際級設備商爭取美國電廠案 (Rapid increase in electricity demand for US AI infrastructure → partnering with international equipment suppliers to secure US power plant projects).
• 東南亞能源轉型未來3年市場漸趨成熟➔積極爭取國際開發商投資(IPP)案 (Southeast Asia energy transition market maturing in next 3 years → actively pursuing international developer investment (IPP) projects).

台灣電廠商機 (Taiwan Power Plant Opportunities):

• 協和電廠 (Hsiehho Power Plant): 1,300MW x 2. 預計招標: 2026. 預計完工: 2032.
• 通霄二期 (Tunghsiao Phase II): 560MW x 5. 決標: 2025. 預計完工: 2030.
• 台中二期 (Taichung Phase II): 650MW x 8. 預計招標: 2026. 預計完工: 2031.
• 大林 (Talin): 700MW x 2. 決標: 2025. 預計完工: 2029.
• 興達二期 (Hsinta Phase II): 700MW x 4. 預計招標: 2027. 預計完工: 2032.
• IPP複循環電廠 (IPP Combined Cycle Power Plants): 長生二期, 嘉惠/森霸三期, 星能 (Chang-Sheng Phase II, Chia-Hui/Sen-Ba Phase III, Star Energy). 合計: 4,500MW. 預計招標: 2026~2028.

ESG商機 - 綠色能源 (ESG Business - Green Energy)

離岸風能 (Offshore Wind Power) 商機 (Opportunities):

• 容量目標: 2026年5.6 GW ; 2030年: 10.9GW ; 2032年: 13.9GW; 2035年18.4 GW (Capacity targets: 2026: 5.6 GW; 2030: 10.9 GW; 2032: 13.9 GW; 2035: 18.4 GW).
• 第三階段區塊開發: 2026至2035年累計釋出15GW (Phase III block development: 2026-2035 cumulative release of 15 GW).
• 陸上變電站統包工程、海上變電站設計工作 (Onshore substation EPC, offshore substation design work).
• 浮動式離岸風力發電之新商機 (Floating offshore wind power new business opportunities).

太陽光電及儲能 (Solar PV & Storage) 商機 (Opportunities):

• 2030年再生能源佔比達30% (2030 renewable energy share target: 30%).
• 未來目標: 2030年:31.2GW; 2032年:32.7GW (Future targets: 2030: 31.2 GW; 2032: 32.7 GW).
• 台灣太陽能光電行銷用電大戶綠電採購 (Taiwan solar PV marketing for large electricity consumers' green power procurement).
• 擴展於政策成熟並有綠能獎勵之全球市場的商機 (Expanding into global markets where policies are mature and green energy incentives exist).

ESG商機 - 水資源 (ESG Business - Water Resources)

潛在商機約新台幣1,500億 (Potential opportunities approx. NT$150 billion) 優勢 (Advantages):

• 台灣擁有最多水資源產業投資/興建/營運全生命週期實績與技術之公司 (Company with most investment/construction/operation full lifecycle track record and technology in Taiwan's water resources industry).
• 同時具備市政污水、工業污水處理及海水淡化實力 (Possesses capabilities in municipal wastewater, industrial wastewater treatment, and seawater desalination).
• 逐步進軍海外市場 (Gradually expanding into overseas markets).

商機 (Opportunities):

• 台灣再生水預計處理量合計約62.81萬噸/日 (Taiwan reclaimed water estimated treatment capacity: total approx. 628,100 tons/day).
• 台灣海淡廠預計供水量合計約108萬噸/日,嘉義、北高雄以及南高雄(已進行可行性評估的第二階段),台中與屏東(正規畫) (Taiwan desalination plants estimated water supply: total approx. 1,080,000 tons/day. Chiayi, Northern Kaohsiung, Southern Kaohsiung (Phase II feasibility study completed), Taichung, Pingtung (planning)).
• 複製南科再生水廠經驗前進國際高科市場 (Replicating Southern Taiwan Science Park reclaimed water plant experience to enter international high-tech markets).
  • 前進美商記憶體新加坡廠再生水計畫 (2萬噸/日) (US memory company Singapore plant reclaimed water project (20,000 tons/day)).
  • 爭取美國亞利桑那州再生水計畫 (2.8萬噸/日) (Competing for US Arizona plant reclaimed water project (28,000 tons/day)).

ESG商機 - 循環經濟及零廢 (ESG Business - Circular Economy & Zero Waste)

集團指標性實績 (Group Benchmark Achievements):

• 嘉義市綠能永續循環中心 (Chiayi City Green Energy Sustainable Circular Center).
• 彰濱低碳循環再利用暨處置中心 (Changhua Coastal Industrial Park Low-Carbon Circular Economy & Disposal Center).
• 桃園廢溶劑再利用廠 (Taoyuan Waste Solvent Recycling Plant).
• 桃園生質能中心 (Taoyuan Biomass Energy Center).
• 澳門能資源中心 (Macau Waste-to-Energy Plant).

優勢 (Advantages):

• 具備能資源中心全生命週期服務(投資/興建/營運)實力與經驗 (Possesses full lifecycle services (investment/construction/operation) capabilities and experience for resource recycling centers).
• 觸角涵蓋科學園區/工業/商業廢棄物處理 (Scope covers science parks/industrial/commercial waste treatment).
• 台灣23座民營大型能資源中心,操作營運11座 (Operates 11 of Taiwan's 23 privately operated large-scale resource recycling centers).
• 台灣首家將技術輸出至海外的企業 (First Taiwanese company to export technology overseas).

商機 (Opportunities):

• 未來五年六座能資源中心汰舊換新或擴建 (Next five years: Six resource recycling centers to be renovated or expanded).
• 科學園區/工業/商業廢棄物處理 (Science parks/industrial/commercial waste treatment).
• 台商海外能資源與零廢中心商機 (Taiwanese companies' overseas resource recycling and zero waste center opportunities).
• 東南亞能資源中心未來三年市場漸趨成熟➔積極爭取國際開發商投資案 (Southeast Asia resource recycling center market maturing in next three years → actively pursuing international developer investment projects).

ESG商機 - 煉油石化轉型 (ESG Business - Refining & Petrochemical Transformation)

潛在商機約新台幣5,000億 (Potential opportunities approx. NT$500 billion) 優勢 (Advantages):

• 拳頭產品具全球競爭力,持續拓展國際市場 (Leading products with global competitiveness, continuously expanding international markets).
• 多項國內外大型煉化專案經驗與實績 (Extensive experience and track record in multiple domestic and international large-scale refining and petrochemical projects).
• 與國際技術廠商具深厚合作基礎 (Deep cooperation foundation with international technology licensors).
• 多年專案協作與國際大型業主有長期合作關係 (Many years of project collaboration and long-term partnership with major international clients).

商機 (Opportunities):

• 國際能源轉型政策,大型天然氣計畫及永續能源商機 (International energy transition policies, large-scale natural gas projects, and sustainable energy opportunities).
• 石油製造化學品(Liquids to Chemicals)、化學品回收、低碳產品及技術商機 (Oil-to-chemicals (Liquids to Chemicals), chemical recycling, low-carbon products, and technology opportunities).
• 中東既有煉油石化廠整改計畫,一體化與高值化策略、強化天然氣與下游石化產品發展 (Middle East existing refining and petrochemical plant revamp projects: integration and high-value strategies, strengthening natural gas and downstream petrochemical product development).
• 高附加價值與特用化學品發展商機,支援半導體、電子與先進製造產業需求 (High-value-added and specialty chemical development opportunities, supporting semiconductor, electronics, and advanced manufacturing industries).

ESG商機 - 軌道運輸 (ESG Business - Rail Transportation)

潛在商機約新台幣1,000億 (Potential opportunities approx. NT$100 billion) 優勢 (Advantages):

• 台灣機電系統統包之廠商,市佔率為國內最高 (Taiwan's leading E&M system EPC contractor with highest domestic market share).
• 台灣軌道產業國產化代表廠商之一 (Representative company for Taiwan's rail industry localization).

商機 (Opportunities):

• 2025年到2028年計劃啟動10條軌道建設計劃(總長度合計約110公里),機電系統總預算超過2,000億元 (2025-2028 plan to launch 10 rail construction projects (total length approx. 110 km), total E&M system budget over NT$200 billion).
• 軌道產業國產化,扶植國內輕軌廠商 (Rail industry localization, fostering domestic light rail manufacturers).
• 東南亞(如泰國)捷運計畫 (Southeast Asia (e.g., Thailand) MRT projects).

計畫與機會 (Planned Projects and Opportunities):

ESG商機 – 新興技術(碳捕捉/碳注儲、氫能) (ESG Business - Emerging Technologies (Carbon Capture/Storage, Hydrogen Energy))

國內業主投入碳捕捉、碳注儲計畫 (Domestic Industry Investment in Carbon Capture & Storage Projects) 商機 (Opportunities):

• 桃園、大林、林園煉油廠設置碳捕捉裝置 (Taoyuan, Talin, Linyuan refineries to install carbon capture devices).
• 台灣中部設立碳封存實驗計畫 (Central Taiwan to establish carbon storage pilot project).
• 台灣近海設立百萬噸級碳封存場,評估設立長期海域封存場 (Offshore Taiwan to establish million-ton scale carbon storage sites, evaluating long-term offshore storage).
• 台灣低碳電力成長,帶動碳捕捉相關商機 (Growth in Taiwan's low-carbon electricity drives carbon capture related opportunities).
• 馬來西亞碳封存 (Malaysia carbon storage).

全球發展氫能源與其產業鏈 (Global Development of Hydrogen Energy and its Industry Chain) 商機 (Opportunities):

• 政策目標: 2050年氫能裝置達7.39.5GW (Policy target: 2050 hydrogen energy capacity 7.39.5 GW).
• 中油設置加氫站與液氫接收站;台肥布局液氨 (CPC to establish hydrogen fueling stations and liquid hydrogen receiving terminals; Taifer to develop liquid ammonia).
• 沙烏地阿拉伯SABIC 推動藍氫專案 (Saudi Arabia SABIC to promote blue hydrogen projects).

Additional Data

聚焦潛力市場 (Focus on Potential Markets)

高科技及AI商機 (High-tech & AI Business):

• 半導體 (Semiconductor) (晶圓代工, 封裝測試 - Wafer Foundry, Packaging & Testing).
• 數據中心 (Data Center).
• 電子零組件 (Electronic Components) (消費性電子, 伺服器, 印刷電路板, 銅箔基板 - Consumer Electronics, Servers, PCBs, Copper Clad Laminates).
• 車用電子/電池 (Automotive Electronics/Batteries).

ESG商機 (ESG Business):

• 天然氣 (接收站及儲槽) (Natural Gas (Receiving Terminals & Storage)).
• 燃氣電廠 (Gas Power Plants).
• 綠色能源 (Green Energy).
• 水資源 (Water Resources).
• 循環經濟與零廢 (Circular Economy & Zero Waste).
• 煉油石化轉型 (Refining & Petrochemical Transformation).
• 軌道運輸 (Rail Transportation).
• 新興技術 (Emerging Technologies) (碳捕捉/碳注儲、氫能 - Carbon Capture/Storage, Hydrogen Energy).